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Help Center
For Account Holders
Getting Started
Getting Started for Plan Administrators
Getting Started for Account Holders
For Plan Administrators
Plan Administration & Reports
Retirement Plan Oversight
Contributions
Loans
Service Agreements
Additional Information
Managing Employees
For Account Holders
Statements and Reports
Loans
Rollovers
Take Money Out
Contributions
Additional Resources
Account Review and Changes
Account Review and Changes for Plan Administrators
Account Review and Changes for Account Holders
Investments
Investments for Plan Administrators
Investments for Account Holders
Distributions
Plan Documents
Housing Allowance
Before & During Retirement
Financial Terms
Portfolio
Mutual Fund
Compound Interest
Dollar Cost Averaging
Asset Allocation
Bond
Envoy Mobile App
Frequently Asked Questions
For Account Holders
Learn more about Statements and Reports, Loans, Rollovers, Distributions, and more
Disclosures - Envoy Advisory, Inc.
Statements and Reports
Accessing your statements
Accessing your reports
Loans
Taking Out a Loan
Rollovers
Rolling over your IRA to an Envoy IRA
Rolling over to Envoy Retirement Accounts
Rolling over your 401(k) and/or 403(b) to an Envoy IRA
Allowable Rollover Transactions
Take Money Out
403(b)/401(k): No Longer Employed
403(b)/401(k) still employed: hardship
In-Service Distributions with Loans
Count the Cost Calculator
403(b)/401(k) take money out: for pastors
See more
Contributions
Understanding Your Contribution Options
Additional Resources
Bible verses about money and stewardship
18 key financial terms